Using Projects
Projects let you group related invoices and quotes together. If you’re working on a multi-phase job, managing several documents for the same client engagement, or just want better organisation, projects give you a way to keep everything connected.
Creating a Project
- Open the project modal from the action menu or document options
- Enter a project name (required)
- Optionally fill in:
- Client: Associate the project with a specific contact
- Start and end dates: Define the project timeline
- Description: What the project is about
- Details: Additional notes (venue, location, special requirements)
- Colour: A visual tag for the project (Blue, Green, Amber, Red, Purple, or Pink)
- Click Save
Assigning Documents to Projects
You can assign any invoice or quote to a project:
- Open a document or use the document action menu
- Select “Assign to Project”
- Choose the project from the list
A document can belong to one project at a time. To move it to a different project, just reassign it.
Project Status
Projects have three status levels to track progress:
- Active: Work in progress (default for new projects)
- Completed: All work finished
- Archived: No longer relevant but kept for records
Deleting a Project
Deleting a project removes the project record but does not delete any documents assigned to it. Those documents simply become unassigned.
💡 Tip: Projects are optional — you don’t need to use them. They’re most useful when you have multiple documents for the same job or client engagement and want to see them grouped together.